Phillips Family Office specialise in financial structuring and strategic planning from a long term perspective to enable a smooth transfer of your assets and wealth in due course to your family and future generations in line with your wishes for the distribution of your estate.
As part of our comprehensive estate planning and succession services, we can help you ensure that your Wills, Living Wills, Powers of Attorney and Guardianship papers are in order and in line with your estate wishes. We also provide financial strategy and guardianship services to maintain and protect your wealth over the long term for your family and future generations.
Our strategic estate planning and management services are designed to help you clarify your personal and business succession plans, structure your investments from the outset in line with your plans, and provide long term on-going management and guardianship of your wealth for your family and future generations.
Our specialised estate planning and management services are included as part of our Family Office®, Platinum and Professional wealth care programs (at no additional charge), and include:
- Meeting with you to understand your personal, family & generational circumstances and how you would like to distribute your estate
- Preparing a comprehensive personalised “road map” for your personal, family & generational wealth
- Structuring your assets and fi nancial affairs to allow for a smooth transfer of your wealth to your family & future generations
Advising & guiding you on issues such as:
- Business and company succession (exit and transfer) strategies & buy/sell agreements
- Transfer of trust & SMSF assets
- Protecting your personal and business assets from unjust claims
- Protecting your childrens’ inheritances from unjust claims
- Providing for dependent children
- Providing for children from more than one marriage
- Registering your assets
- Charitable giving